SB

Simmons Bank Portfolio holdings

AUM $1.4B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.29M
3
+$3.92M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.94M
5
CB icon
Chubb
CB
+$2.46M

Top Sells

1
+$10.8M
2
+$6.87M
3
+$5.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.29M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.18M

Sector Composition

1 Financials 14.74%
2 Consumer Discretionary 11.25%
3 Technology 9.55%
4 Healthcare 7.52%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.83M 0.23%
15,697
-325
102
$2.81M 0.23%
31,687
-255
103
$2.74M 0.22%
13,688
-313
104
$2.68M 0.22%
18,210
-444
105
$2.63M 0.22%
8,960
-140
106
$2.62M 0.22%
44,426
-3,499
107
$2.58M 0.21%
10,253
-5,238
108
$2.57M 0.21%
15,577
-95
109
$2.56M 0.21%
189,360
-434,400
110
$2.56M 0.21%
13,000
-522
111
$2.49M 0.2%
15,844
-140
112
$2.49M 0.2%
7,001
+95
113
$2.46M 0.2%
22,277
-45
114
$2.46M 0.2%
+21,169
115
$2.42M 0.2%
46,633
-543
116
$2.38M 0.2%
29,822
-724
117
$2.33M 0.19%
47,386
-674
118
$2.3M 0.19%
7,393
-533
119
$2.27M 0.19%
12,145
-40
120
$2.26M 0.19%
11,288
+866
121
$2.25M 0.18%
29,226
-98
122
$2.19M 0.18%
31,572
-200
123
$2.16M 0.18%
14,050
-1,147
124
$2.16M 0.18%
13,121
-1,483
125
$2.1M 0.17%
10,452
-150
3 4
5
6 7